Cetera Investment Advisers
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Cetera Investment Advisers’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Cetera Investment Advisers’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
66,968
-717
-1% -$10.8K ﹤0.01% 3015
2026
Q1 		$919K Buy
67,685
+7,100
+12% +$106K ﹤0.01% 2971
2025
Q4 		$932K Buy
60,585
+12,058
+25% +$193K ﹤0.01% 2886
2025
Q3 		$796K Buy
48,527
+27,348
+129% +$449K ﹤0.01% 2981
2025
Q2 		$340K Buy
+21,179
New +$329K ﹤0.01% 3290

Other funds holding ECAT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cetera Investment Advisers's ECAT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 1.1% in Q2 2026, selling an estimated $10.8K and leaving 66,968 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

Cetera Investment Advisers first reported a position in ECAT in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Cetera Investment Advisers held 66,968 shares of BlackRock ESG Capital Allocation Term Trust worth $1.05M as of Q2 2026.
  • Cetera Investment Advisers sold 717 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $10.8K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3015 holding.
  • Cetera Investment Advisers first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.